据油价网2023年7月18日报道，全球三大油田服务公司贝克休斯公司、哈里伯顿公司和斯伦贝谢公司将公布第二季度调整后利润总额为20.4亿美元，而去年同期为12.7亿美元，这得益于全球对其服务的强劲需求以及海上石油和天然气钻探活动的激增。
美国银行分析师本月表示：“尽管近期欧佩克+减产，国际市场优势由中东和拉丁美洲地区业务主导，并受到多年来推动石油和天然气产能增长影响。”
投资机构TD Cowen分析师本月早些时候表示：“拥有国际/设备业务的油田服务公司对多年的销量增长和订单有很强的预见性。”
挪威能源研究机构雷斯塔能源预测，在本十年内，海上石油产量将激增35%。
雷斯塔能源称，到2030年前，海上石油产量将从2021年的25亿桶跃升至33亿桶。巴西海上石油产量的激增大大提高了穿梭油轮的利用率，其运输量从2013年的6.95亿桶增加到2021年的10.7亿桶，增长了55%。预计到2030年底将进一步增长72%，届时巴西穿梭油轮的总吞吐量将达到18.4亿桶。
雷斯塔能源表示，巴西有必要增加穿梭油轮的数量，以满足石油产量日益增长的需求，并取代一些即将停止服务的老化油轮。雷斯塔能源服务研究高级副总裁表示：“原油开采将持续许多年，鉴于海上工业的强劲经济和竞争力，海上生产的新投资可能会继续增加，确保了穿梭油轮行业拥有光明的未来。”
毫不奇怪，石油天然气公司的股票价值正在飙升：油气行业受欢迎的基准VanEck石油服务基金ETF (OIH)今年迄今的回报率为14.3%，而能源行业的能源精选行业SPDR基金(XLE)的回报率为-3.7%。
李峻 译自 油价网
原文如下：
Oilfield Service Providers Enjoying Soaring Profits Amid Robust Demand
The Big 3 oilfield services (OFS) companies Baker Hughes (NASDAQ:BKR), Halliburton (NYSE:HAL) and Schlumberger (NYSE:SLB) are set to post a combined second-quarter adjusted profit of $2.04 billion, compared with $1.27 billion in the year-ago quarter, thanks to robust demand for their services as well as a surge in offshore oil and gas drilling.
"International strength is led by the Middle-East and Latin America and is powered by a multi-year push to grow oil and gas production capacity, near-term OPEC+ cuts notwithstanding," BofA analysts said this month.
"(OFS) Companies with International/equipment exposure have strong visibility to multi-year volume growth and orders," TD Cowen analysts said earlier this month.
Norwegian energy intelligence firm, Rystad Energy, has predicted that offshore oil production will surge 35% in the current decade.
According to Rystad, offshore production will jump to 3.3 billion barrels per year by the turn of the decade from 2.5 billion in 2021. Surging offshore production in Brazil has significantly improved the utilization of shuttle tankers, with activity soaring by 55% from 695 million barrels in 2013 to 1.07 billion in 2021. A further increase of 72% is forecast by the end of 2030, when total volumes handled by shuttle tankers in the country will hit 1.84 billion barrels.
"There is a need for a new influx of shuttle tankers to meet the increasing demand and replace some of the aging capacity that will be taken out of service. Crude oil extraction will continue for many years to come and, given the robust economics and competitiveness of the offshore industry, new investments in offshore production are likely to continue building, ensuring a bright future lies ahead for the shuttle tanker industry," says Oddmund F?re, senior vice president of energy service research with Rystad Energy.
Hardly surprisingly, OFS stocks are soaring: the sector's popular benchmark, VanEck Oil Services ETF (OIH), has returned 14.3% in the year-to-date compared to -3.7% return by the energy sector's Energy Select Sector SPDR Fund (XLE).
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